Solid-state battery developer QuantumScape has shared it Q1 fiscal 2023 letter to shareholders, detailing its financial outlook and the progress of its potentially life-changing technology. Here’s the latest:
QuantumScape ($QS) is an advanced battery technology company with over thirteen years of experience developing scalable, effective solid-state batteries that achieve cost parity with traditional lithium-ion cells popular in current EV models.
Solid-state batteries have perpetually felt five years away, but people’s ears truly started to perk up in 2020, when QuantumScape announced it had reached a “major breakthrough” by utilizing a proprietary ceramic separator. This led to single-layer prototype cell testing, followed by 10-layer cells, then a 16-layer prototype.
By Q2 of 2022, the company was touting energy dense, 24-layer cells, which were already enduring internal testing. These first 24-layer prototypes were labeled Sample-A cells, representing the beginning of a three step journey (A,B, and C) toward automotive qualification and eventual production.
In December of 2022, QuantumScape delivered the first 24-layer A0 prototype cells to EV automakers for them to test themselves. Which brings us to present day, as QuantumScape has just shared its Q1 2023 update.
Credit: QuantumScape
QuantumScape’s battery tech remains on track through Q1
According to today’s Q1 2023 letter to shareholders, QuantumScape is closer than ever to commercializing its solid-state battery technology and has even chosen its first product design. That decision stems from the progress of the company’s A0 prototypes, which have completed planned testing with at least one unnamed automaker.
QuantumScape relayed that the final results are in line with its expectations at the end of Q4 2022, and the 24-layers cells tested met fast charge targets while demonstrating “generally good” cycling capacity retention and high Coulombic efficiency. Capacity loss of the test cells was less than 1% per 100 cycles, but QuantumScape admits it has already identified a number of improvements that must be made before a commercial product can be delivered.
During its Q4 2022 letter to shareholders, QuantumScape outlined plans to increase the energy density of its cells by introducing a higher cathode loading. Per the letter:
Previously, we have demonstrated cells with cathode loadings of approximately 3 mAh/cm². We expect to use a similar loading for our power cells, but believe we can achieve even higher cathode loading, in the range of 5 mAh/cm², for our energy cells. We believe this level of cathode loading, together with other improvements such as enhanced packaging efficiency, would enable our cells to exceed the energy density of the conventional cells used in a number of leading EVs.
The “conventional cells” QuantumScape is referring to are the 2170 cylindrical designs currently used in several EV modules. While the battery develop does cite challenges in delivering cathodes with the proper quality and power performance at higher densities. That being said, QuantumScape has already tested two-layer cells with the higher-loading cathodes and the results are promising:
These new results correspond to a current density of >5 mA/cm² – we are not aware of other lithium-metal, anode-free cells with such high capacity capable of cycling at these current densities for over 800 cycles at room temperature.
Lastly, QuantumScape shared that through the customer testing in both the automotive and consumer electronic segments, it has determined that the best commercial product to serve both applications in the shortest timetable is a 24-layer solid-state cell with a capacity of 5 Amp-hours (Ah).
For comparison, the company points out that popular 2170 EV cells offer a typical capacity between ~4.5-5 Ah. This commercial product design also mirrors the A0 prototype cells, allowing QuantumScape to finally scale cell production while simultaneously continuing to develop key improvements like the higher loading cathode and more efficient packaging. Per the release:
We believe this initial product design makes the most efficient use of our resources and represents the fastest path to market, while delivering a product that presents a compelling combination of energy and power.
Now that we have line of sight to this first commercial product, we can begin finalizing equipment designs for upgraded higher-volume production on our consolidated QS-0 pre-pilot line.
The QS-0 pilot line will integrate QuantumScape’s new fast separator process in two stages. The first, targeted for later this year is expected to triple output using equipment on the existing line, enabling more A-sample cells as well as some low-volume B-sample cell production. Stage two will require new equipment but should deliver even higher output. Second stage equipment prototypes are already undergoing testing.
QuantumScape in installing stage one equipment now and aims to begin initial cell production this year. Exciting stuff. Stay tuned for next quarter’s report to see how the company’s 24-layer cells are progressing.
FTC: We use income earning auto affiliate links.More.
In a significant move that marks a departure from its traditional e-bike offerings, Trek has introduced the FX+ 1, its first-ever electric bike equipped with a throttle. This launch responds to growing consumer demand for more versatile and accessible e-biking options, particularly in the North American market.
The FX+ 1 is a hybrid e-bike designed for urban commuting, recreational riding, and light off-road adventures. At its core is a 500W Hyena rear hub motor delivering 60 Nm of torque, providing enough power for various terrain riding, though it might not be able to hang with the wide range of 750W e-bikes cruising US streets. The motor is paired with a UL-certified 540 Wh battery integrated into the downtube, offering a range of up to 50 miles on a single charge.
The top speed can be user-adjusted to either 20 mph or 28 mph (32 km/h or 45 km/h), providing performance that matches the maximum limit for Class 2 and Class 3 e-bikes in the US, respectively.
Riders can choose between two versions: the standard FX+ 1, a Class 2 e-bike with pedal assist and throttle support up to 20mph, and the FX+ 1S, a Class 3 variant that extends pedal-assisted speeds up to 28mph while maintaining the same throttle limit.
Advertisement – scroll for more content
The FX+ 1 boasts a lightweight aluminum frame available in both mid-step and high-step configurations, accommodating riders from 5’1” to 6’6”. It rolls on 27.5-inch wheels fitted with 50mm Bontrager GR0 gravel tires, balancing efficiency on pavement with comfort on rougher paths.
The bike includes with integrated front and rear lights, with brake light and turn signal functions as well. Trek even says that once the battery is depleted to 0%, there’s still enough juice left in it to run the bike’s lights for another three hours.
The bike also features an 8-speed Shimano ESSA drivetrain, hydraulic disc brakes with 180mm rotors, and mounts for racks and fenders, improving its utility for daily commutes and errands.
Charging is streamlined through Trek’s new EasyMag magnetic charger, which fully charges the battery in approximately 5.5 hours. The system includes a wall-mountable unit with easy-to-see LED indicators, simplifying the charging process.
Historically, Trek has focused on pedal-assist e-bikes, emphasizing a natural riding experience shying away from throttles that allow riders to power the bike’s motor without any pedaling input. The introduction of a throttle-equipped model signifies a strategic pivot to meet the preferences of many North American e-bike consumers who have long shown a buying preference for e-bikes with throttles..
Taylor Cook, marketing manager for Trek Canada, explained the rationale: “There are a lot of bikes out there calling themselves e-bikes that aren’t really made to be pedaled. This isn’t that. It’s still a Trek bike, built to be ridden, just with an extra bit of help when you need it.”
By entering the throttle e-bike segment, Trek positions itself head-to-head against newer brands that have capitalized on this market niche. The FX+ 1’s combination of reputable build quality, thoughtful design, and relative affordability (for a Trek) at $1,999 makes it a compelling option for a broad range of riders.
Electrek’s Take
The FX+ 1 is certainly an interesting expansion of Trek’s e-bike portfolio, and I think fans will be happy to see the company blending traditional cycling performance with modern electric bike throttles. Its introduction shows that the company is well aware of how many US riders prefer to have a throttle on their e-bike, and has made moves to meet that need.
The fact that Trek’s sister company Electra began including throttles two years ago was likely a great way for Trek to get its feet wet in the throttle game. The company no doubt saw the increase of riders that were flocking to Electra’s throttle-equipped electric bikes and wanted to get a piece of that pie as well.
FTC: We use income earning auto affiliate links.More.
That network of dependable high-speed chargers, paired with solid app integration that makes it easy for Tesla drivers to find available chargers just about anywhere in the US, gave the brand a leg up – but no more. By opening up the Supercharger network to brands like Ford, Hyundai, Kia, and others, Tesla has given away its biggest competitive advantage.
Add in charging and route-planning apps like Chargeway, that make navigating the transition from CCS to NACS easier than ever with its intuitive colors and numbers and easy on/off switch for vehicles equipped with NACS adapters, and it feels like the time is right to start suggesting alternatives to the old EV industry stalwarts. As such, that’s exactly what I’m going to do.
Here, then, are my picks for the best Tesla S3XY (and Cybertruck) alternatives you can buy.
Less Model S, more Lucid Air
Lucid Air sedans; via Lucid.
Developed by OG Tesla Model S engineers with tunes from Annie Get Your Gun playing continuously in their heads, the Lucid Air promises to be the car Tesla should and could have built, if only Elon had listened to the engineers.
With panel fit, material finish, and overall build quality that’s at least as good as anything else in the automotive space, the Lucid Air is a compelling alternative to the Model S at every price level – and I, for one, would take a “too f@#king fast” Lucid Air Sapphire over an “as seen on TV” Model S Plaid any day of the week. And, with Supercharger access reportedly coming later this quarter, Air buyers will have every advantage the Supercharger Network can provide.
HONORABLE MENTIONS
Less Model 3, more Hyundai IONIQ 6
2025 Hyundai IONIQ 6 Limited; via Hyundai.
Hyundai has been absolutely killing it these days, with EVs driving record sales and new models earning rave reviews from the automotive press. Even in that company the IONIQ 6 stands out, with up to 338 miles of EPA-rated range and lickety-quick 350 kW charging available to make road tripping easy – especially now that the aerodynamically efficient IONIQ 6 has Supercharger access through a NACS adapter (the 2026 “facelift” models get a NACS port as standard).
Once upon a time, Mrs. Jo Borrás and I were shopping three-row SUVs and found ourselves genuinely drawn to the then-new Model X. Back then it was the only three-row EV on the market, but it wasn’t Elon’s antics or access to charging, or even the Model X’s premium pricing that squirreled the deal. It was the stupid doors.
We went with the similarly new Volvo XC90 T8 in denim blue, and followed up the big PHEV with a second, three years later, in Osmium Gray. When it’s time to replace this one, you can just about bet your house that the new 510 hp EX90 with 310 miles of all-electric range will be near the top of the shopping list.
The sporty EV6 GT made its global debut by drag racing some of the fastest ICE-powered cars of the day, including a Lamborghini, Mercedes-AMG GT, a Porsche, even a turbocharged Ferrari – and it beat the pants off ’em. Combine supercar-baiting speed with an accessible price tag, NACS accessibility, $10,000 in customer cash on remaining 2024 models ($3,000 on 2025s) and just a hint of Lancia Stratos in the styling, the EV6 is tough to beat.
If you disagree with that statement and feel like driving a new Tesla Cybertruck is the key to happiness, I’m not sure an equally ostentatious GMC Hummer EV or more subtle Rivian R1T will help you scratch that particular itch – but maybe therapy might!
HONORABLE MENTIONS
COMMENTER FAVORITES
Not getting the USAF joke.
Projecting obsessions onto the author.
Feeling butthurt about the Pit Vipers and tribal tats.
Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. The best part? No one will call you until after you’ve elected to move forward. Get started, hassle-free, by clicking here.
FTC: We use income earning auto affiliate links.More.
Komatsu-Dimag mobile charger at work; rendering via ChatGPT.
There’s no question that electric construction equipment is safer, more precise, and generally better than the diesel equipment it’s replacing, but getting power to that equipment remains a logistical challenge that hasn’t been solved for. With this new mobile Megawatt charging station, however, Komatsu think they’ve found a solution — with up to 6 MW of power!
Developed by Tesla co-founder Ian Wright, Dimaag, and Japanese equipment giant Komatsu, the groundbreaking Mobile Megawatt Charging System (MWCS) promises to bring electricity where it’s needed, anywhere on the job site, then quickly dispense enough energy to get the electric machines under its care back up and running.
And, with Megawatt power delivery on tap, the new Komatsu-Dimaag MWCS can power up equipment assets between shift changes — if it even takes that long!
Komatsu Dimaag mobile charger
Mobile Megawatt charger; via Dimaag.
The MWCS boasts a compact, high-efficiency DC-DC converter and a long-life, high-discharge-rate Battery Energy Storage System (BESS) on board that can be connected to a DC fast charger itself, or get “trickle charged” between shifts. Both the battery and its control systems make use of an advanced thermal management solution that Komatsu and Dimaag say optimizes both safety and battery life during high-power delivery.
To make sure the MWCS can get all that power where it needs to, wherever it needs to, the machine is equipped with with stout, construction-grade AT tires, 4-wheel drive, and 4-wheel steering to navigate tight surroundings and rough terrains that other solutions wouldn’t be able to get to. And, while it isn’t mentioned in the press release, there’s a common sense idea here that you could, in a pinch, use the MWCS to tow less capable vehicles out of the mud and snow, if needed.
For their part, it seems like the people at Dimaag are pretty happy with the results. “Dimaag is excited to collaborate with Komatsu, introducing our advanced ESS and DC-DC architecture to revolutionize electrification in construction,” stated Ian Wright, VP Engineering at Dimaag. “Off-road vehicle electrification demands practical solutions that not only meet but exceed the performance of equivalent large diesel engine vehicles, while also providing substantial Total Cost of Ownership (TCO) savings. Dimaag’s electrification and high-power megawatt charging systems are designed to achieve this.”
The prototype MWCS shown, above, features a 295 kWh battery pack and an MCS connector delivering up to 1,500 amps and 1,000 volts of power. Komatsu envisions a scenario wherein the mobile charger makes its rounds on the job site charging up equipment and heading back to grid power (if available) to charge itself.
Conceptually similar to the mobile power platform being developed by American firm Dannar, this new mobile Megawatt charging unit has some heavy-hitting names behind it that make it impossible to ignore. Combine that with Komatsu’s ever-increasing push towards full electrification (the two machines shown, above, are all-new in the last 60 days, with more to come) and it really feels like the MWCS is going to be A Real Thing™️somewhat sooner than later.
Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. The best part? No one will call you until after you’ve elected to move forward. Get started, hassle-free, by clicking here.
FTC: We use income earning auto affiliate links.More.